Avantax Planning Partners’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-28,283	Closed	-$811K	–	472
2024 Q2	$811K	Sell	28,283 -449	-2%	-$12.6K	0.03%	224
2024 Q1	$790K	Buy	28,732 +250	+0.9%	+$6.72K	0.03%	227
2023 Q4	$768K	Buy	28,482 +19	+0.1%	+$497	0.03%	193
2023 Q3	$746K	Sell	28,463 -2,443	-8%	-$66.5K	0.03%	187
2023 Q2	$844K	Sell	30,906 -5,041	-14%	-$136K	0.03%	180
2023 Q1	$966K	Buy	35,947 +899	+3%	+$24.2K	0.04%	168
2022 Q4	$892K	Sell	35,048 -2,331	-6%	-$57.6K	0.04%	179
2022 Q3	$875K	Buy	37,379 +343	+0.9%	+$9.04K	0.04%	166
2022 Q2	$1.01M	Sell	37,036 -116	-0.3%	-$3.28K	0.04%	153
2022 Q1	$1.13M	Sell	37,152 -8,570	-19%	-$269K	0.04%	149
2021 Q4	$1.48M	Buy	45,722 +2,784	+6%	+$94K	0.06%	123
2021 Q3	$1.45M	Buy	42,938 +1,516	+4%	+$53.1K	0.07%	109
2021 Q2	$1.54M	Buy	41,422 +925	+2%	+$33.2K	0.07%	105
2021 Q1	$1.42M	Buy	40,497 +9,956	+33%	+$357K	0.07%	112
2020 Q4	$1.02M	Sell	30,541 -1,279	-4%	-$40.1K	0.05%	125
2020 Q3	$903K	Sell	31,820 -277	-0.9%	-$7.7K	0.05%	128
2020 Q2	$802K	Buy	32,097 +21,951	+216%	+$507K	0.05%	136
2020 Q1	$213K	Buy	10,146 +1,777	+21%	+$44.6K	0.01%	249
2019 Q4	$229K	Buy	+8,369	New	+$218K	0.01%	269